BWFA
HSBC icon

Baltimore-Washington Financial Advisors’s HSBC HSBC Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7
Closed – – 281
2014
Q3 		$0 Buy
+7
New +$319 ﹤0.01% 310

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Baltimore-Washington Financial Advisors's HSBC Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of HSBC (HSBC) in Q4 2014, closing a stake of 7 shares.

Baltimore-Washington Financial Advisors first reported a position in HSBC in Q3 2014 and held it in 1 quarter. The position peaked at $0 in Q3 2014. 376 funds tracked by Wall St. Rank hold HSBC as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining HSBC position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 7 HSBC shares in Q4 2014.
  • Baltimore-Washington Financial Advisors first reported a position in HSBC in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's HSBC position peaked at $0 in Q3 2014.
  • 376 funds tracked by Wall St. Rank held HSBC as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.